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Sr. Product Manager - Reporting & Dashboards

Blumberg Portfolio

New York, NY · Senior

$178,000 – $223,000

Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

Senior Product Manager role leading Addepar's reporting and dashboard platform, where you'll define strategy and roadmaps for tools that help wealth managers analyze portfolios and create client reports. This suits experienced product managers with a background in reporting or data visualization tools who are excited about integrating AI into financial workflows.

Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • 5+ years product management experience
  • Experience developing or guiding reporting tools, data visualization, or content generation workflows
  • Experience leveraging AI to transform workflows
  • Ability to collaborate with designers and engineers
  • Strong stakeholder communication and narrative skills

Nice to have

  • Wealth management or finance experience
  • Experience at scale with established products

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